Financial Professional Jobs in Vermont
Financial Professional jobs in Vermont are concentrated in Burlington, Montpelier, and Rutland, where anchor institutions such as University of Vermont Medical Center, National Life Group, and TD Bank maintain consistent hiring across wealth management, financial planning, and insurance services. Demand is steady at every level, from entry-level financial analyst roles through senior portfolio and relationship management positions. Vermont's relatively compact but stable financial services sector keeps openings active year-round, particularly in retirement planning, commercial lending, and compliance. Find a role that fits below and apply directly.
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Showing 5 of 8+ Financial Professional jobs
Overview
Since our founding in 1924, we've cut cardiovascular disease deaths in half, but there is still so much more to do. To overcome today’s biggest health challenges and accelerate this progress, we need passionate individuals like you. Join our movement, be part of the progress, and help ensure a healthier future for all. You matter, and so does the impact you can make with us.
The American Heart Association has an opportunity for a Sr. Program Lead, Professional Education, Cardiovascular-Kidney Metabolic Health in our National Center office located in Dallas, Texas. This position can be home-based.
This is a full-time, benefits-eligible, grant-funded opportunity. Current funding will expire on June 30, 2028, with the potential of extension.
The Senior Program Lead is responsible for driving the successful completion of assigned projects by leading teams to initiate, plan, execute, monitor, control, and close them. Responsible for supervising Program Development Managers to drive deliverables so that educational initiatives are delivered on time, to the specified cost, as well as quality and performance as proposed.
The Association offers many resources to help you maintain work-life harmonization through your changing needs and life situations. To help you be successful, you will have access to Heart U, our award-winning corporate university, as well as additional training and support, locally.
#TheAHALife is more than a company culture; it is our way of life. It embodies our commitment to work-life harmonization and is guided by our core values where our employees can thrive both personally and professionally. Discover why you will Be Seen. Be Heard. Be Valued at the American Heart Association by following us on LinkedIn, Instagram, Facebook, X, and at heart.jobs.
Responsibilities
Leads the health care provider educational initiative within an Association-wide cross-functional initiative, which will include developing and implementing educational activities and focusing on alignment with the initiative goals and objectives.
Leads, supervises, and provides training to a group of Program Manager staff to drive educational initiatives deliverables on time, at the specified cost, quality and performance.
Performs project management duties in collaboration with colleagues and staff, including initiating and defining project scope, planning, coordinating, executing, documenting, monitoring, controlling (progress), and closing assigned projects as needed.
As part of the project management, provides updates and reports to Lifelong Learning / OSO staff, consultants, volunteers, and Sr. Leadership on the status of projects.
Works collaboratively with internal and external staff, management, volunteers, and consultants for assigned projects.
Qualifications
Bachelor's degree or equivalent work experience
5 years of experience in Continuing Medical Education
Experience leading Continuing Medical Education projects
Experience in a supervisory capacity
Project management or equivalent experience, with the ability to plan and monitor projects from inception through completion
Experience working across departments to manage day-to-day workflow to ensure timely delivery of projects within scope and budget
Experience managing stakeholder expectations and communication flow as relates to project deliverables, scope, and the internal project team
Ability to prioritize work assignments, meet multiple deadlines, and manage numerous projects simultaneously
Strong communication skills, interpersonal and relationship-building skills
Functional multi-program computer skills; strong project management tool skills, strong interpersonal skills, including relationship building
10% approximate time of overnight travel
Compensation & Benefits
The American Heart Association invests in its people. Here are the main components of our total rewards package. Visit Rewards & Benefits to see more details.
Compensation – Expected pay range will be $84,400 to $113,000. Pay is commensurate with experience; geographic differentials to the pay range may apply. The American Heart Association reserves the right to pay more or less than the posted range. Our goal is to ensure you have a competitive base salary. That’s why we regularly review the market value of jobs and make adjustments, as needed.
Performance and Recognition – You are rewarded for achieving success through annual salary planning and incentive programs; eligibility for an incentive program is based on the type of position.
Benefits – We offer a wide array of benefits including medical, dental, vision, disability, and life insurance, along with a robust retirement program that includes an employer match and automatic contribution. As a mark of our commitment to employee well-being, we also offer an employee assistance program, employee wellness program and telemedicine, and medical consultation.
Professional Development – You can join one of our many Employee Resource Groups (ERG) or be a mentor/mentee in our professional mentoring program. Heart U is the Association’s national online university, with more than 100,000 resources designed to meet your needs and busy schedule.
Work-Life Harmonization – The Association offers Paid Time Off (PTO) at a minimum of 16 days per year for new employees. The number of days will increase based on seniority level. You will also have a total of 12 paid holidays off each year, which includes several days off at the end of the year.
Tuition Assistance - We support the career development of all employees. This program provides financial assistance to employees who wish to further their education and career in relation to their current duties and responsibilities, or for potential future positions in the organization.
The American Heart Association’s 2028 Goal: Building on over 100 years of trusted leadership in cardiovascular and brain health, by 2028 the Association will drive breakthroughs and implement proven solutions in science, policy, and care for healthier people and communities. The greatest discoveries in health must reach everyone where they are.
At American Heart Association | American Stroke Association, our mission is to be a relentless force for a world of longer, healthier lives, regardless of race, ethnicity, gender, gender identity, religion, age, language, sexual orientation, national origin and physical or cognitive abilities.
This position not a match with your skills? Click here to see other opportunities.
In accordance with local and state laws where applicable, qualified applicants with arrest or conviction records will be considered for employment.
EOE/Protected Veterans/Persons with Disabilities
#LI-Remote
Join our Talent Community!
Join our Talent Community to receive updates on new opportunities and future events.
Default: Location : Location US-TX-Dallas
Posted Date 6 days ago (7/2/2026 8:31 PM)
Requisition ID 2026-17770
Job Category Science & Research
Position Type Full Time
American Heart Association Offers
- Health Benefits
- Medical, Dental, and Vision Plans
- Disability & Insurance
- Well onTarget – Wellness Program
- Holidays & Paid Time Off
- Employee Assistance Programs (EAP)
Overview
Since our founding in 1924, we've cut cardiovascular disease deaths in half, but there is still so much more to do. To overcome today’s biggest health challenges and accelerate this progress, we need passionate individuals like you. Join our movement, be part of the progress, and help ensure a healthier future for all. You matter, and so does the impact you can make with us.
The American Heart Association has an opportunity for a Sr. Program Lead, Professional Education, Cardiovascular-Kidney Metabolic Health in our National Center office located in Dallas, Texas. This position can be home-based.
This is a full-time, benefits-eligible, grant-funded opportunity. Current funding will expire on June 30, 2028, with the potential of extension.
The Senior Program Lead is responsible for driving the successful completion of assigned projects by leading teams to initiate, plan, execute, monitor, control, and close them. Responsible for supervising Program Development Managers to drive deliverables so that educational initiatives are delivered on time, to the specified cost, as well as quality and performance as proposed.
The Association offers many resources to help you maintain work-life harmonization through your changing needs and life situations. To help you be successful, you will have access to Heart U, our award-winning corporate university, as well as additional training and support, locally.
#TheAHALife is more than a company culture; it is our way of life. It embodies our commitment to work-life harmonization and is guided by our core values where our employees can thrive both personally and professionally. Discover why you will Be Seen. Be Heard. Be Valued at the American Heart Association by following us on LinkedIn, Instagram, Facebook, X, and at heart.jobs.
Responsibilities
Leads the health care provider educational initiative within an Association-wide cross-functional initiative, which will include developing and implementing educational activities and focusing on alignment with the initiative goals and objectives.
Leads, supervises, and provides training to a group of Program Manager staff to drive educational initiatives deliverables on time, at the specified cost, quality and performance.
Performs project management duties in collaboration with colleagues and staff, including initiating and defining project scope, planning, coordinating, executing, documenting, monitoring, controlling (progress), and closing assigned projects as needed.
As part of the project management, provides updates and reports to Lifelong Learning / OSO staff, consultants, volunteers, and Sr. Leadership on the status of projects.
Works collaboratively with internal and external staff, management, volunteers, and consultants for assigned projects.
Qualifications
Bachelor's degree or equivalent work experience
5 years of experience in Continuing Medical Education
Experience leading Continuing Medical Education projects
Experience in a supervisory capacity
Project management or equivalent experience, with the ability to plan and monitor projects from inception through completion
Experience working across departments to manage day-to-day workflow to ensure timely delivery of projects within scope and budget
Experience managing stakeholder expectations and communication flow as relates to project deliverables, scope, and the internal project team
Ability to prioritize work assignments, meet multiple deadlines, and manage numerous projects simultaneously
Strong communication skills, interpersonal and relationship-building skills
Functional multi-program computer skills; strong project management tool skills, strong interpersonal skills, including relationship building
10% approximate time of overnight travel
Compensation & Benefits
The American Heart Association invests in its people. Here are the main components of our total rewards package. Visit Rewards & Benefits to see more details.
Compensation – Expected pay range will be $84,400 to $113,000. Pay is commensurate with experience; geographic differentials to the pay range may apply. The American Heart Association reserves the right to pay more or less than the posted range. Our goal is to ensure you have a competitive base salary. That’s why we regularly review the market value of jobs and make adjustments, as needed.
Performance and Recognition – You are rewarded for achieving success through annual salary planning and incentive programs; eligibility for an incentive program is based on the type of position.
Benefits – We offer a wide array of benefits including medical, dental, vision, disability, and life insurance, along with a robust retirement program that includes an employer match and automatic contribution. As a mark of our commitment to employee well-being, we also offer an employee assistance program, employee wellness program and telemedicine, and medical consultation.
Professional Development – You can join one of our many Employee Resource Groups (ERG) or be a mentor/mentee in our professional mentoring program. Heart U is the Association’s national online university, with more than 100,000 resources designed to meet your needs and busy schedule.
Work-Life Harmonization – The Association offers Paid Time Off (PTO) at a minimum of 16 days per year for new employees. The number of days will increase based on seniority level. You will also have a total of 12 paid holidays off each year, which includes several days off at the end of the year.
Tuition Assistance - We support the career development of all employees. This program provides financial assistance to employees who wish to further their education and career in relation to their current duties and responsibilities, or for potential future positions in the organization.
The American Heart Association’s 2028 Goal: Building on over 100 years of trusted leadership in cardiovascular and brain health, by 2028 the Association will drive breakthroughs and implement proven solutions in science, policy, and care for healthier people and communities. The greatest discoveries in health must reach everyone where they are.
At American Heart Association | American Stroke Association, our mission is to be a relentless force for a world of longer, healthier lives, regardless of race, ethnicity, gender, gender identity, religion, age, language, sexual orientation, national origin and physical or cognitive abilities.
This position not a match with your skills? Click here to see other opportunities.
In accordance with local and state laws where applicable, qualified applicants with arrest or conviction records will be considered for employment.
EOE/Protected Veterans/Persons with Disabilities
#LI-Remote
Join our Talent Community!
Join our Talent Community to receive updates on new opportunities and future events.
Default: Location : Location US-TX-Dallas
Posted Date 6 days ago (7/2/2026 8:31 PM)
Requisition ID 2026-17770
Job Category Science & Research
Position Type Full Time
American Heart Association Offers
- Health Benefits
- Medical, Dental, and Vision Plans
- Disability & Insurance
- Well onTarget – Wellness Program
- Holidays & Paid Time Off
- Employee Assistance Programs (EAP)
See All 8 Financial Professional Jobs in Vermont
Find roles in Vermont that match your experience and apply in just a few clicks.
Find Financial Professional JobsFinancial Professional Jobs by City in Vermont
Where Vermont roles are concentrated, by current openings.
Financial Professional Job Market in Vermont
A snapshot from current Vermont openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Retail
What Vermont Employers Look For
The qualifications that appear most often in financial professional jobs across Vermont.
- Active FINRA Series 7 or Series 65 registration recognized by Vermont's financial services employers
- Bachelor's degree in finance, accounting, economics, or a related business field
- Proficiency in financial planning software and portfolio management platforms
- Two or more years of experience in a client-facing financial advisory or analyst role
- Strong working knowledge of federal and Vermont state compliance and fiduciary standards
- Certified Financial Planner (CFP) designation or active progress toward certification preferred
Financial Professional Jobs in Vermont: Frequently Asked Questions
How do you become a financial professional in Vermont?
Most financial professional roles in Vermont require passing FINRA licensing exams, most commonly the Series 7 for broker-dealer work or the Series 65 for investment advisory roles registered through the Vermont Department of Financial Regulation. A bachelor's degree in finance, accounting, or economics is the standard entry point. Candidates pursuing fee-only planning roles often pursue the CFP designation, which requires coursework, an exam, and documented client experience hours.
Which companies hire financial professionals in Vermont?
Employers hiring financial professionals in Vermont right now include Hayward Tyler, IMA, and Orkin, based on current listings on Migrate Mate as of July 2026. Vermont's financial sector is anchored by insurance carriers, regional banks, and credit unions that hire across planning, compliance, and relationship management functions.
Which Vermont cities have the most financial professional jobs?
Burlington, Colchester, and Williston have the most financial professional openings in Vermont. Burlington drives the largest share of listings as the state's primary commercial and healthcare hub, home to National Life Group, People's United Bank, and the University of Vermont Medical Center, while Montpelier and Rutland generate openings through state government finance functions and regional banking institutions.
Are there remote financial professional jobs in Vermont?
Yes, and more than many fields, because financial planning and analytical work is largely desk-based and document-driven. About 67% of financial professional openings tied to Vermont are remote or hybrid as of July 2026, reflecting strong employer flexibility across the sector. Portfolio management, financial analysis, and compliance roles tend to be the most remote-friendly, while client-facing relationship management roles more commonly require in-person presence.
How can I get hired as a financial professional in Vermont with little or no experience?
The most realistic entry path is a financial analyst associate or client service representative role at one of Vermont's regional banks or credit unions, such as Union Bank, Merchants Financial Group, or Vermont Federal Credit Union, which regularly hire candidates without prior experience. Completing your Series 65 exam before applying gives you a measurable edge. National Life Group and local wealth management firms in Burlington also bring on new graduates through structured associate development programs that rotate through planning, compliance, and advisory functions.
Where can I find and apply to financial professional jobs in Vermont?
You can find and apply to financial professional jobs in Vermont on Migrate Mate, which lists current Vermont openings across Burlington, Montpelier, Rutland, and beyond. Find roles that fit your experience and specialization and apply directly to employers through the listings.
See All 8 Financial Professional Jobs in Vermont
Find roles in Vermont that match your experience and apply in just a few clicks.
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